A timeline of the US semiconductor market in 2025
It has already been a tumultuous year for the American semiconductor industry.
The semiconductor industry plays a significant role in the “AI race” that the US seems to win determined, therefore this context is worth paying attention to: Van Intel’s appointment of lip-bu tan to CEO DIE no time to work to revitalize the new AI-Exports.
There is a look at what happened in the first half of 2025.
June
Intel mentions new leadership
June 18 – Intel has announced Four new leadership agreements That Intel says it will help to its goal to become an engineering-first company again. Intel announced a new chief revenue officer in addition to several controversial engineering.
Intel to start fired
June 17 – Intel starts to dismiss a significant part of his Intel Foundry staff in July. The company intends to eliminate at least 15%and up to 20%employees in that business unit. These fired are not a shock: it was rumor in April and Intel’s CEO Lip-Bu Tan said that he wants to flatten the organization.
Nvidia will not report on China
June 13 – NVIDIA does not count on the US that quickly withdraws from its AI -chip export restrictions. After the company had taken a financial hit from the newly imposed licensees at his H20 AI chips, Jensen Huang, Nvidia CEO, said that the company will no longer include the Chinese market in future turnover and profit forecasts.
AMD acquires the team behind Untether ai
June 6 – AMD makes another takeover – this time aimed at talent. The company acquires the team behind Untether AI, which develops AI-insference chips, while the semiconductor giant continues to compete AI offering.
AMD comes for Nvidia’s AI Hardware Dominance
June 4 – AMD continued shopping. The company has taken over AI Software Optimization Startup Brium, which helps companies with AI software afterwards to work with different AI hardware. With a lot of AI software that is designed with Nvidia -hardware in mind, this acquisition is not surprising.
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NVIDIA determines the impact of chip export restrictions
May 28 – NVIDIA reported that US license requirements on its H20 AI chips the company $ 4.5 billion costs in costs costs during Q1. The company expects these requirements to result in a $ 8 billion hit for the turnover of Nvidia in Q2.
AMD acquires enosemi
May 28 – AMD starts his acquisition. The semiconductor company announced that it has taken over Enosemi, a startup of Silicon Photonics. Enosemi technology, which uses light photons to send data, becomes an increasing area of interest for semiconductor companies.
Tensions start to flare between China and the US
May 21 – The Chinese secretary of the Trade did not like the US guidelines, published on 13 May, who warned American companies that the use of Huawei’s AI -Chips “Anywhere in the World” was an American chip export violation. The trade secretary has issued a statement that threatened legal steps against anyone caught maintaining that export limitation.
Intel may start to discharge its non-core units
May 20 – Intel CEO Lip-Bu Tan apparently got good to work on his plan to spin Intel’s non-core business units. Allegedly, the semiconductor giant wants to discharge his network and edge units, which makes chips for telecom equipment, and was responsible for $ 5.4 billion of the company 2024.
The AI diffusion rule of the BIDEN -Administration is officially dead
May 13 – Just a few days before the artificial intelligence diffus rule of the BIDEN administration was established to enter, the US Department of Trade has formally withdrawn it. The doc said that it is planning to perform new guidance in the future, and in the meantime companies must remember that the use of Huawei’s Ascend AI chips around the world is a violation of the US export rules.
A last-minute reversal
May 7: Only a week before the “Framework for Artificial Intelligence Diffusion” was set to go into place, the Trump administration is planning to take a different path. According to several media, including Axios And BloombergThe administration will not enforce the restrictions if they should start on 15 May and instead work on his own framework.
April
Anthropic doubles his support for Chip’s export restrictions
April 30: Anthropic doubled the support for limiting American chip exports, including a few tweaks on the framework for diffusion of artificial intelligence, such as imposing further restrictions on Tier 2 countries and the devotions to enforcement. A spokesperson for Nvidia shot back and said: “American companies must concentrate on innovation and take on the challenge, instead of telling high stories that large, heavy and sensitive electronics are somehow smuggling in ‘baby bumps’ or ‘besides live lobsters’.”
Planned dismissed at Intel
April 22: Prior to the profit of Q1, Intel said that it was planning to dismiss more than 21,000 employees. The dismissals were intended to streamline management, something that CEO LIP-BU TAN had long said that Intel had to do and reinstalled the technical focus of the company.
The Trump government continues the export of the chip
April 15: The H20 AI chip from Nvidia was hit with an export permit requirement, the company revealed in a sec application. The company added that the $ 5.5 billion is expected in costs with regard to this new requirement in the first quarter of its fiscal year of 2026. The H20 is the most advanced AI chip NVIDIA can still export to China in some form or fashion. TSMC and Intel reported similar expenses the same week.
NVIDIA seems to make its way from further chip export
April 9: Jensen Huang, CEO of Nvidia, was noticed according to reports in the dinner in the Donald Trump resort. At that time, NPR reported Huang was able to save the H20 AI chips from Nvidia from export restrictions at the agreement to invest in AI data centers in the US
An alleged agreement between Intel and TSMC
April 3: Intel and TSMC have reportedly reached a provisional agreement to launch a joint chip -making company. This joint venture would exploit the chipping facilities of Intel and TSMC would have a 20% interest in the new company. Both companies refused to comment or confirm. If this deal does not flourish, this is probably a considerable preview of potential deals in this industry.
Intel Spins from non -core assets, announces a new initiative
April 1: CEO LIP-BU TAN immediately went to work. Only a few weeks after he came to Intel, the company announced that the non -core assets would split off so that it could concentrate. He also said that the company would launch new products, including adapted semiconductors for customers.
March
Intel mentions a new CEO
March 12: Intel announced that the industrial veteran and former board member, LIP-BU TAN would return to the company on March 18. At the time of his appointment, Tan said that Intel would be a “technology -oriented company” under his leadership.
February
Intel’s Ohio Chip Plant is delayed again
February 28: Intel should operate its first chip manufacturing factory in Ohio this year. Instead, the company delayed the construction of the factory for the second time in February. Now the $ 28 billion semiconductor project will only close the construction until 2030 and it may not be open until 2031.
Senators ask for more chip export restrictions
February 3: American senators, including Elizabeth Warren (D-Mass) and Josh Hawley (R-MO), wrote a letter to the trading secretary-nominated Howard Lutnick Insist on the Trump government to further limit Ai Chip Exports. The letter specifically referred to the H20 AI chips from Nvidia, which were used in the training of the R1 “reasoning” model of Deepseek.
January
Deepseek releases its open “reasoning” model
January 27: The Chinese AI startup Deepseek caused a lot of storage in Silicon Valley when it released the open version of his R1 “Reasoning Model”. Although this is not specifically not a semiconductor news, the pure alarm remains in the release of the AI and semiconductor industries that caused the release, wrinkle effects on the chip industry.
Joe Biden’s Executive Order on Chip Exports
January 13: With another week in function, former President Joe Biden proposed to wipe new export restrictions by the US AI chips. This order created a threefold structure that determined how many US chips can be exported to each country. Under this proposal, Tier 1 -Landen did not stand for restrictions; Tier 2 -countries had a chip -purchase limit for the first time; And Tier 3 -countries received extra restrictions.
Dario Amodei from Anthropic weighs on chip export restrictions
January 6: Anthropic co-founder and CEO Dario Amodei wrote an OP-ED together The Wall Street Journal The endorsing of existing AI chip export checks and pointing it as a reason why the AI market of China was behind the US ‘. He also called on incoming President Donald Trump to impose further limitations and to close meshes with which AI companies in China still have these chips in their hands.
